New

The mobile app is available to download from the App Store and Google Play Store.

• Logging in with a PIN code is now mandatory.
• Option added to log in using facial recognition or fingerprint instead of a PIN code.
• Haptics added to various actions in the app.

Our knowledge base has been completely revamped, so you can find the right answer to your questions more quickly.

• Articles are now organised more clearly, making it much easier to browse by topic.
• Our smart AI search function suggests relevant solutions.
• We are working on a number of new features that will follow soon:
  • Chat directly with an AI-bot or a member of our team if you’re unable to resolve the issue yourself,
  • Submit a support request straight away, so you no longer need to switch between different channels.

Recently, we have been working hard on a new way of logging in. The login screen has been redesigned and we made the automatic logout after 30 minutes of inactivity smarter.

• The portal and the mobile app now use the same login screen.
• Users working only in the mobile app must now also change their password every 210 days for security reasons. This was previously only the case if you (also) work in the portal.
• After 30 minutes of inactivity in the portal, the user is automatically logged out. Previously, the user was logged out only when an action was performed. Now, the user receives a notification after 30 minutes of inactivity.

There are several keyboard shortcuts (hotkeys) to use in TriFact365.

• When hotkeys are available in a screen, you can now access them via the question mark (?) in the blue menu.

New

Our revamped status page shows the real-time status of TriFact365 and our services and integrations. Are there any current issues? Then you can read what’s going on and follow the progress of the solution.

• The question mark (?) in the blue menu allows you to check the current system status.
• Are there any current issues? Then you will see a notification in TriFact365.

New

While processing documents, you now get a clear notification when an action has been performed successfully. This notification is displayed at the top right of the screen.

• Authorise/Confirm: Notification after successful execution of Approve and Reject.
• Check: Notification after successful execution of Change type and Delete.
• Rejected: Notification after successful execution of Restore and Delete.

New

The mobile app can be downloaded from the App Store and Google Play Store.

• Upload: Create high-quality scans of your documents directly from the app with the new scan function.
• Authorize and Confirm: Prefer not to swipe to approve documents? Turn this option off via Settings.

New

The mobile app can be downloaded from the App Store and Google Play Store.

• New way of logging in.
• Added support for login with two-factor authentication.

Improved

From now on, UBL documents (.xml) can also be uploaded by e-mail without a PDF document.

• In some cases, a PDF document is added in the UBL document. TriFact365 automatically adopts these.
• Is no PDF document added in the UBL document? Then TriFact365 generates a document to display based on the data in the UBL document.

Improved

From now on, you can open the document in a separate window when authorising, checking and confirming documents.

• In the PDF viewer, click on the icon. The document will now open in a separate window.
• Close the separate window to return the document to its original screen.

New

In several screens it is now possible to undo unsaved changes.

• After making a change, the ‘Undo changes’ button appears.
• When leaving the page, you will be asked if you want to save the unsaved changes.
• This is available when adding/editing users, authorisation schedules, confirmation schedules and when setting up e-mail reminders.

New

From now on you can set the width of the PDF viewer yourself when authorising, checking or confirming documents.

• Move your mouse to the space between the PDF viewer and the document details.
• Drag the vertical gray bar left or right to change the width.
• Double-click the gray bar to reset the width to the default.

New

From now on, you will always work in one administration at a time in TriFact365. This means that a number of adjustments have been made to how TriFact365 works, without you losing track of all administrations.

• After logging in, you automatically enter the new Home screen when you have access to multiple administrations.
  • Top 50 tables including total count.
  • Overviews of all received emails, all received documents, all documents to be processed, and all processed documents. These overviews can also be found in the new “Overview” menu item.
  • o Click on an administration to open and work in it.
• Switch administrations via the Administration Switcher in the blue menu. You now no longer need to apply an administration filter again in each screen.
• The Dashboard has been renewed for all users and adjusted to a dashboard for one administration, which can be found under Overview > Current administration.
  • We removed the ‘Upload’ and ‘Archive’ tiles. Both screens remain accessible via the vertical menu.
  • We removed ‘Outage’ tile and moved it to Notifications.
  • When you click on the Split, Authorise, Check or Confirm tile, you go directly to the first document to be processed.
  • Top 5 Backlog per administration is replaced with the backlog per document type.
• The Received e-mails, Received documents, Backlog and Archive screens have been updated to one administration.

New

Do you work with multiple administrations in TriFact365? From now on, you decide which screen opens when you have finished processing documents.

• By default, the Dashboard of the selected administration opens.
• Via the Action after document processing setting in Personal Settings, you can change this to:
  • Show administrations with backlog: You will be taken to an overview of the backlog for administrations for the relevant status.
  • Show Home: You will be taken back to the Home screen.
  • Show Total backlog: You will be taken to an overview of the complete backlog for all administrations.

New

From now on, you can process all purchase and sales documents separately.

• Do you filter in the Backlog by e.g. Purchase? Then you will only see these documents while splitting, authorising, checking or confirming.
• After all documents of the selected type have been processed, you automatically move on to the other type (if available).

New

In the administration settings it is now possible to undo unsaved changes.

• After a change on the ‘Settings’ or ‘Users’ tab, the ‘Undo changes’ button appears.
• When leaving the page, you will be asked if you want to save the unsaved changes.

New

Mandatory fields are marked with an *.

• Applied to all screens

New

Updated version for Android and iOS of the mobile app (BETA) available for registered users.

• Improved Look and Feel
• Uploading simplified
• Cropping no longer mandatory

new

Updated version of the TriFact365 GetConnectors for the benefit of AFAS Profit available.

• Added GetConnector Trifact_VatReclaimPerVatCode to support different VAT recovery rates
• GetConnector Version 4.0 updated to Version 5.0

new

• New screen for Upload available for all users
  • Selection options in one screen
  • Remember selections added

new

• Upated version of overview pages like Backlog, Mailbox and Archive for Preview users
  • Icons at the back of the line replaced by submenu (…)
  • Additional functionalities
  • Double-click on table line
  • Copy e-mail address from administration

new

• New Menu available for all users
  • Menu items from the horizontal blue bar have been moved to the vertical menu
  • Mailbox has been added as a menu item for Users with access to this functionality
  • The vertical menu is collapsible to allow extra space in the screen

new

• New screen for Archive available for all users
  • Date range filter added for Invoice date
  • Display for VAT reverse charge entries improved
  • Option to search in all columns
  • Option to export a list to Excel
  • Setting for maximum number of results per page

new

Updated version of the Autorisation- and Confirmation schedules screen available for Administrators.

• Level replaced by Stage.
• Required/Optional replaced by All Users/Single User.

new

Updated version of the Account details screen available for all Owners.

• Tabs in vertical menu
• Subscription history added

New

Updated version of the Purchase subcription screen avalaible.

New

Updated version of the Email Reminders screen avalaible.

• Default template for email reminder content
• Send on Working days instead of Hours to …

New

Updated version of the Administration settings screen available.

• Tabs moved to vertical menu
• Assigning Users per administration

New

Updated version of the Documents pending screen available.

• Follow-up actions placed at the top
• Option to sort in all columns
• Option to search in columns
• Option to export the list to Excel
• Setting for maximum number of results per page (10, 25, 50 and 100)

New

Updated version of the Rejected, Confirm, Authorise and View document screens.

For all four screens, the following applies: Follow-up actions are at the top and Display options have been added.

• Rejected
  • More details of the rejected invoice visible (Only for invoices rejected during procuration)
    • Master data relation: IBAN, VAT and Chamber of Commerce number
    • Invoice details: e.g. Invoice number and date, and Entry number (Only if Entry before confirmation is active)
    • Journal entry details: e.g. General ledger, Description and Amount
• Confirm
  • More details of the invoice visible
    • IBAN number of relation shown
    • Journal entry details: a.o. VAT code per line visibility improved, Journal and Entry number (Only if Entry before confirmation is active)
• Authorise
• View document